Solution Lead, Anaplan

Company Overview

There’s a better way to work in finance—and more specifically, a better way to unlock value potential in private equity-backed portfolio companies. Working at the intersection of sponsors and management teams across every stage of the investment lifecycle, our team provides hands-on, execution-oriented support to elevate the office of the CFO.

So, what does it mean to work at Accordion? It means joining 1,000+ finance & technology experts in a high-growth, agile, and entrepreneurial environment while changing the way portfolio companies drive value. It also means making your mark on Accordion’s future—by embracing a culture rooted in collaboration and a firm-wide commitment to building something great, together.

Accordion is headquartered in New York City with 10 offices around the globe. Join us!

CFO Technology

Accordion’s CFO Technology Practice effectively and efficiently delivers the digital services and solutions to support organizational strategic initiatives.

Our CFO Technology experts work cross-functionally — alongside practitioners from all corners of Accordion — to arm CFOs with the appropriate digital solutions needed to implement the team’s business process recommendations and to capitalize on value creation opportunities. From ERP, CPM, Analytics, Data Integration, RPA, and beyond, CFO Tech provides finance leaders with a single, objective partner capable of delivering from strategy to execution.

This role can be based in any of our US office locations and is a hybrid role with the flexibility to work remotely 2 days a week, blending the best of both worlds for efficiency and collaboration. Ideal candidates should be local to the desired location.

What You’ll Do:

• Collaborate with clients to prepare & manage objectives, scope, project plan, timeline, budget & resource plan for Anaplan implementations
• Work directly with clients to document business requirements and translate them into specific Anaplan functionality
• Collaborate with functional and technical team members to develop effective Anaplan solutions
• Manage the effective transition of requirements to the delivery team, ensuring a clear & complete understanding of requirements
• Identify risks & manage mitigation plans in close collaboration with clients
• Facilitate weekly status meetings with clients & prepare weekly status reports
• Provide Anaplan consulting expertise utilizing industry experience, business analysis, best practices and a pragmatic mindset to facilitate clients most complex requirements
• Effectively configure and customize client Anaplan environments to develop proof of concepts and present sustainable solutions to client executives and key stakeholders
• Provide general customer service and assistance to clients and serves as the ‘go-to’ resource on all project related inquiries
• Supervise, mentor and develop junior consultants and business analysts on application and implementation methodology
• Travel to client site as needed

Ideally, You Have:

• Bachelor’s degree, preferably in Accounting, Finance or Management Information Systems
• Minimum 2 to 4 years+ of Anaplan consulting experience including multiple full life cycle Anaplan implementations
• Experience as an Anaplan Model Builder
• Demonstrated understanding and expertise of connected planning concepts in Anaplan, including but not limited to, Supply Chain, T&Q, and core FP&A use cases such as budgeting, forecasting, workforce, driver-base planning & scenario modeling
• Previous industry/functional experience in Financials, Accounting, Manufacturing, Software, Wholesale Distribution, Services, Retail, Enterprise, General Business
• Previous experience and ability to gather business requirements and effectively implement on CPM solutions
• Strong oral and written communication skills, including presentation skills
• Excellent client relation skills, organization, & prioritization capabilities

Ideally, You Are:

• A self-starter with a strong work ethic
• A leader of others; you lead by example
• A strong team player, able to work with team members across all levels
• Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary
• Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing).
• Excited to be part of a growing team, with a focus on driving future growth
• Full of entrepreneurial spirit and comfortable in a fluid, flat organization
• Knowledgeable about the relationship between Private Equity sponsors and their portfolio companies
• Passionate about delivering exceptional client service
• Someone who enjoys mentoring others and doing meaningful work
• Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture

Salary: $145,000 to $190,000 + benefits + bonus

Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, education, certifications, cost of labor and internal equity.

Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills.  We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical​​​ condition, pregnancy, genetic information, gender, sexual orientation, gender identity or ​expression, veteran status, or any other status protected under federal, state, or local law.

Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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